+35%Close rate
"Nerd Portal turned our scoreboard into a daily ritual. Reps actually want to push each other now — and our close rate climbed 35% in the first quarter."
SJ
Sarah Johnson
Sales Director · Apex Home Services
Replace 5+ tools with one platform. CRM, quoting, proposals, contracts, payroll, HR, accounting, AI automations — plus the field-sales engine that started it all. Run your entire business from your pocket.
Nerd Portal isn't a generic CRM bolted onto a calendar — it's purpose-built for the workflows, jargon, and economics of home service. Whatever you sell, install, or service, it speaks your trade.
Nerd Portal replaces the dozen disconnected tools most home service brands duct-tape together. Sales, operations, your team, and your finances — all running on the same operating system.
From the first knock to the signed contract. Canvassing, CRM, quoting, proposals, and e-signature — in one continuous flow.
Coordinate every crew, customer, and conversation in real time. AI handles the busywork so your team stays focused on jobs.
Onboard reps in days, not weeks. Run challenges, certify pitches, and track every shift — from new hire to top closer.
Payroll, accounting, and a CEO dashboard that tells you what's working — and what isn't — without exporting a single CSV.
The reps' side of Nerd Portal — a native iOS app built for the truck cab and the front porch, not the corner office.
Plan the day in seconds and let reps focus on doors. Every disposition syncs to the team map instantly, so managers see coverage and conversion in real time.
Launch team and individual contests in seconds. Real-time leaderboards keep reps locked in, while spiff payouts run on autopilot.
Bite-sized lessons, scenario role-plays, and pitch certifications. Track who's watched what — and surface the ones who need a refresher before they hit the field.
Reps book directly from the door. Reminders, reschedules, and rep handoffs fire automatically, so no-show rates drop without anyone chasing a calendar.
Per-team, per-region, and per-deal threads. Drop a photo of the meter, ping a closer to a hot door, and keep a clean record of every customer conversation.
Live KPIs across reps, teams, and offices. Filter by product line, region, or contest — and drill from a number to the exact doors behind it.
Every step of the deal — in one place. No spreadsheets. No swivel chair. No revenue leaking out.
Why pay for ServiceTitan, HubSpot, Jobber, ADP, QuickBooks, DocuSign, PandaDoc, and a half-dozen Zapier hacks? Nerd Portal does it all — already connected, already in sync.
Every lead, customer, and deal in one timeline. Built for home service — addresses, jobs, callbacks, and the homeowner's dog's name.
Build accurate quotes on the kitchen counter. Material costs, labor, and trade-specific line items — pulled straight from your price book.
Branded, beautiful proposals reps can send before they leave the driveway. Embeds photos, financing options, and the contract right inside.
Legally binding e-signature built in. Customer signs on their phone, the deal flips to production, and finance gets notified — all in one motion.
Smart scheduling that knows your crews' load, drive times, and skill sets. SMS + email reminders cut no-shows by half.
Give every customer a branded portal — see job status, photos, invoices, and warranty docs. Cut "where are we at?" calls to zero.
Channels for crews, regions, and deals. Photos, voice notes, and customer details stay with the job, not lost in a group text.
AI runs the follow-ups, drafts the proposals, summarizes the calls, flags the stalled deals — so your team runs the jobs.
Hire on Monday, certified by Friday. A guided onboarding path — paperwork, training videos, pitch certs — that runs itself.
W-2s, 1099s, time-off, write-ups, performance reviews. The whole employee record in one place — and inside the same app reps already use.
Daily, weekly, and monthly contests with live leaderboards. The fastest way to turn a quiet shift into a closing spree.
Pitch videos, objection drills, and self-recorded certifications. Reps learn in their truck between knocks.
One screen for the owner. Cash, revenue, pipeline, crew utilization, top reps, AI-flagged risks — every morning, before coffee.
Commission splits, spiffs, overrides, draws, clawbacks. Built for D2D and trades — runs in minutes, not days.
Built-in books, or two-way sync with QuickBooks, Xero, and NetSuite. Job costing, P&L by branch, and reconciliations that don't lie.
Stripe, Plaid, ACH, Sunlight, GoodLeap, Service Finance — every way customers pay you, and every lender they finance through.
Nerd Portal's AI is woven through every department — not bolted on as a chatbot. It writes the follow-up, drafts the proposal, summarizes the call, flags the at-risk install, and tells the CEO what to fix this week.
From three-truck plumbing shops to 200-rep solar empires, home service brands are running their entire operation on one app.
"Nerd Portal turned our scoreboard into a daily ritual. Reps actually want to push each other now — and our close rate climbed 35% in the first quarter."
"We were paying for HubSpot, DocuSign, PandaDoc, ADP, QuickBooks, ServiceTitan, and Slack. Nerd Portal replaced all seven. The math wasn't even close."
"New hires used to take three weeks to be field-ready. With the onboarding portal and AI-graded pitch certs, we're getting them on jobs in seven days."
No add-on fees for the CRM, the proposal builder, the AI, or the dashboard — they're all included. Just one per-seat number that scales with you.
Start your 14-day free trial today. No credit card required. See why home service brands across 12+ trades are ripping out their old stack for Nerd Portal.
Questions about pricing, rollouts, or migrating off your old stack? We respond within one business day.